Golden State Wealth Management’s First Trust Managed Municipal ETF FMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.58M | Sell |
51,750
-2,110
| -4% | -$105K | 0.31% | 62 |
|
|
2025
Q1 | $2.72M | Sell |
53,860
-15,925
| -23% | -$803K | 0.4% | 54 |
|
|
2024
Q4 | $3.56M | Buy |
+69,785
| New | +$3.56M | 0.53% | 36 |
|
|
2022
Q1 | $309K | Buy |
5,828
+1,504
| +35% | +$79.7K | 0.06% | 233 |
|
|
2021
Q4 | $246K | Hold |
4,324
| – | – | 0.04% | 325 |
|
|
2021
Q3 | $246K | Buy |
4,324
+633
| +17% | +$36K | 0.05% | 261 |
|
|
2021
Q2 | $211K | Sell |
3,691
-950
| -20% | -$54.3K | 0.05% | 281 |
|
|
2021
Q1 | $261K | Hold |
4,641
| – | – | 0.09% | 162 |
|
|
2020
Q4 | $263K | Sell |
4,641
-745
| -14% | -$42.2K | 0.08% | 198 |
|
|
2020
Q3 | $299K | Buy |
+5,386
| New | +$299K | 0.1% | 142 |
|
|
2020
Q2 | – | Sell |
-4,436
| Closed | -$240K | – | 421 |
|
|
2020
Q1 | $240K | Buy |
+4,436
| New | +$240K | 0.11% | 130 |
|
|
2019
Q4 | – | Sell |
-4,436
| Closed | -$246K | – | 349 |
|
|
2019
Q3 | $246K | Hold |
4,436
| – | – | 0.08% | 179 |
|
|
2019
Q2 | $242K | Buy |
+4,436
| New | +$242K | 0.08% | 197 |
|